We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,292 hedge funds and large institutions have $66.7B invested in iShares MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 522 increasing their positions, 422 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 53

24% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 422

11% more funds holding

Funds holding: 1,1691,292 (+123)

6% more capital invested

Capital invested by funds: $62.7B → $66.7B (+$3.98B)

1.07% more ownership

Funds ownership: 77.87%78.95% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 221222 (+1)

61% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $9.72B

Holders
1,292
Holders Change
+123
Holders Change %
+10.52%
% of All Funds
29.3%
Holding in Top 10
222
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.45%
% of All Funds
5.04%
New
185
Increased
522
Reduced
422
Closed
53
Calls
$3.8B
Puts
$9.72B
Net Calls
-$5.92B
Net Calls Change
+$7.28B
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
976
Next Financial Group
Texas
$567K -$124K -1,787 -18%
SFM
977
Signature Financial Management
Virginia
$562K
CIM
978
Contravisory Investment Management
Massachusetts
$561K +$175K +2,510 +46%
OPWM
979
Oak Point Wealth Management
Michigan
$561K +$566K +8,145 New
RC
980
Roundview Capital
New Jersey
$555K -$9.32K -134 -2%
SCG
981
Sonata Capital Group
Washington
$553K +$15K +216 +3%
PFSC
982
Peoples Financial Services Corp
Pennsylvania
$552K
OC
983
Oakworth Capital
Alabama
$550K -$60.2K -866 -10%
ACM
984
AlphaStar Capital Management
North Carolina
$546K +$432K +6,210 New
JFA
985
JNBA Financial Advisors
Minnesota
$542K
VCP
986
Vista Capital Partners
Oregon
$542K +$90.8K +1,306 +20%
FAT
987
First American Trust
California
$542K +$99.4K +1,429 +23%
FFW
988
Fusion Family Wealth
New York
$541K +$2.78K +40 +0.5%
TCCM
989
Timber Creek Capital Management
Massachusetts
$541K +$33.7K +484 +7%
MCM
990
Millie Capital Management
California
$539K
IC
991
Inverness Counsel
New York
$537K
ACM
992
Advisors Capital Management
New Jersey
$537K +$531K +7,638 New
SIM
993
SSI Investment Management
California
$533K
PHS
994
Pekin Hardy Strauss
Illinois
$533K +$12.2K +175 +2%
GC
995
Gibson Capital
Pennsylvania
$532K -$758K -10,898 -59%
CA
996
Commerzbank Aktiengesellschaft
Germany
$528K +$522K +7,508 New
WA
997
Wealth Architects
California
$524K +$65.4K +940 +14%
SAS
998
Stelac Advisory Services
New York
$521K
CCA
999
Conservest Capital Advisors
Pennsylvania
$519K +$5.21K +75 +1%
First Manhattan
1000
First Manhattan
New York
$516K -$34K -489 -6%

EFA Hedge Fund Activity: Q4 2017 in Review

1,292 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2017, worth a combined $66.7B — up 6.4% from $62.7B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new EFA positions and 53 closed out — a net gain of 132 holders — while 522 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $714M. The largest seller was Parallax Volatility Advisers, cutting an estimated $227M.

  • 1,292 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2017, up from 1,169 in Q3 2017.
  • Funds reported $66.7B of iShares MSCI EAFE ETF stock for Q4 2017, up 6.4% quarter-over-quarter.
  • 185 funds opened new iShares MSCI EAFE ETF positions in Q4 2017 and 53 closed out, a net change of +132 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2017 was Morgan Stanley, an estimated $714M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2017 was Parallax Volatility Advisers, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2017.